Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,553 | $81,358-18.2% | $155,556-57.2% | $80,959-17.8% |
| Participation rate | 81.1% | 66.3%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 20.74% | 33.39%-12.7pp | 64.84%-44.1pp | 35.67%-14.9pp |
| Employer contribution / active EE | $3,945 | $3,106+27.0% | $4,675-15.6% | $2,757+43.1% |
| Participant deferral / active EE | $5,487 | $3,455+58.8% | $5,631-2.6% | $4,300+27.6% |
| Admin fee / account holder | $2,325 | $7,994-70.9% | $15,885-85.4% | $6,925-66.4% |